Sandeep Nirvan — CEO
With over 18 years of experience in the financial sector, I am a Promoter of Xpertvoice Finnovation Pvt Ltd. Apart from that I am an Investment and wealth Advisor who provides pinnacle investment advisory services to clients, helping them achieve their financial goals and optimize their returns. I have a CFP certification, MBA degrees in Investments from ICFAI and Executive Business Finance certificate from IIM Ahmedabad. Education and continuous learning equips me with the knowledge and skills to navigate the complex and dynamic financial market. I am also the founder of Xpertvoice Financial, a LLP that I created in 2011, where I used to deal in Mutual Funds, ULIPs, and Equity investments. I have a strong track record of delivering high-quality results and customer satisfaction, thanks to my expertise in Ratio Analysis, Microsoft Power Query, and LinkedIn Learning. I am passionate about learning new skills and staying updated with the latest trends and best practices in the financial industry, as evidenced by my three certifications from LinkedIn. I am motivated by the challenge and opportunity of helping clients achieve financial agility and security in a competitive and uncertain market.
Stackforce AI infers this person is a seasoned financial advisor specializing in wealth management and investment strategies.
Location: Ahmedabad, Gujarat, India
Experience: 22 yrs 3 mos
Skills
- Investment Management
- Financial Planning
Career Highlights
- Over 18 years of experience in the financial sector.
- Founder of Xpertvoice Financial, specializing in wealth management.
- Certified Financial Planner with multiple advanced degrees.
Work Experience
Xpertvoice
Chief Investment Planner (10 mos)
Chief Executive Officer (1 yr)
Founder (1 yr 1 mo)
Private Wealth Advisor (4 yrs 2 mos)
Xpertvoice Investwell Pvt Ltd
Promoter (3 yrs)
Indian Air Force (IAF)
Financial Planning and Analysis Manager (18 yrs)
Ex Accountant of IAF (15 yrs)
Education
EPBF at Indian Institute of Management Ahmedabad
Investment planning specialist at FPSB India
CFP at FPSB
Diploma in Digital Marketing at MSME - Development Institute - India
Capital Market at National Institute of Securities Markets (NISM)
Master of Business Administration - MBA at ICFAI University
Master of Business Administration - MBA at The ICFAI UNIVERSITY - India
Bachelor of Commerce - BCom at Annamalai University
Higher National Diploma at Government Polytechnic Lucknow